Workforce Planning Report: JKL Industries

Business Overview

JKL Industries is an Australian-owned company selling forklifts, small trucks and

spare parts to industry, with a rental division leasing forklifts and small trucks.
The company’s head office is in Sydney and branches in other major cities such as
Brisbane, Melbourne, Perth, Adelaide and Canberra. JKL Industries is now aiming to
become the leading supplier of forklifts, small, medium and large trucks in Australia.

The company appreciates the following values from its employees, this includes:

● Performance excellence

● Value for investors, customers and employees

● Personal and professional development

● Diversity

● Sustainability

This report contains the detail workforce planning for FY16-17, in order to cope with
the company’s expansion and business operation.
Business and strategic planning FY 2016–17

Strategic planning

Goals Strategic objectives Operational objectives

Provide value Increase overall Reduce costs through negotiations with

to investors profitability by 10% suppliers
and owners over next three years Reduce costs through HR management
efficiencies
Increase revenue by through providing
increased customer value
Exit underperforming markets; JKL will
withdraw from the rental market and
close the rental division within the next
18 months
HR partners with HR completes scan of external
business to help conditions and market/industry forces
business achieve impacting competitiveness and
financial goals capability development
Provide value JKL will continue to sell Provide quality customer service
to customers and service forklifts and JKL will expand existing branches to
expand their market include the sale of medium and large
share by 7% within the trucks within 18 months
next 12–18 months
HR partners with HR partners with front line managers to
business to help help them meet the needs of customers
business meet customer through motivated, competent and well-
needs equipped staff
Develop Provide required Deliver training to upskill rental
workforce training to meet employees
potential workforce needs
Recruit Conduct workforce planning through
FY 16–17
Complete implementation of staff
planning for FY 2014–15
Goals Strategic objectives Operational objectives

Conduct skills audits and needs analysis

for all roles to be filled by recruitment
strategy
Ensure all critical roles are filled to meet
revenue targets
Become an Employer of Provide personal development plans for
Choice all employees
Retain managerial talent through
rewards, promotion and training
Provide best in industry programs
incentives and HR services
Manage performance Complete twice-yearly performance
and adherence to reviews
organisational values Communicate organisational values and
code of conduct
Build culture of excellence: eliminate
discrimination and promote diversity in
workforce
Promote levels of diversity in workplace
proportional to percentage of population
Continuously Monitor performance in Monitor management inputs, such as
improve all areas of strategy and completion of reporting and coaching
operations and operational efficiency requirements
management Monitor stock turns of forklifts, trucks,
efficiency etc.
Monitor HR service delivery efficiency
Operational Plan

JKL intends to implement operational plans to realize strategic objectives. Key

aspects to operations include human resources and workforce planning, performance
management, physical and financial resources and workflow.

Human resources
The organization is currently using a HR business partner model with a human
resources officer aligned to each of the three key business areas: sales, fleet rentals,
and service. JKL employees over 190 personnel in the following categories:

● Management Office

● Finance and Accounts Department

● Human Resource Department

● Sales and Services Department

● Field Operational Department

The Managing Director reports to a Board of Directors and is based in the Sydney
head office, along with the Operations Manager, HR Department and the Finance and
Administration team. The HR Manager reports to the Operations Manager and heads
up the HR centers of excellence that include recruitment, learning and development,
and employee relations and services. At each of the state-based sites there is a branch
office consisting of an office building, warehouse, service department and sales office.
The HR officers (Business Partners) report to both HR Manager at head office and
their respective managers in the branches.
Proposed Headcounts and Budget Plan

Below is the forecast and proposed workforce required at each location in FY 2016–
17, including the operational job’s roles and budget of each sector:

Sydney Head Office

Personnel:

● 30 full-time and casual sales and customer service people (10 sales consultants;
5 rental consultants; 5 mechanics; 3 apprentices, 3 HR officers; 3
administrative assistants

● accounts manager and 2 accountants

● senior management team (3) + 1 branch manager (operations manager, HR

manager, finance and administration manager)

● CEO and managing directors.

Branches

Each branch employs the following personnel:

● 30 full-time and casual sales and customer service people (9 sales consultants; 4
rental consultants; 5 mechanics; 3 apprentices, 3 HR officers; 3 administrative
assistants

● Branch manager.
Office Requirements

Sydney Head Office

● size: 15,000 square metres (~70% space available for sales and rentals; ~25
available for servicing)

● large mezzanine office space (occupied by Senior Management Team)

● Loading bay with large capacity.

Branches

● average size: 12,000 square metres (~70% space available for sales and rentals;
~25 available for servicing)

● large mezzanine open-plan office space with separate access (was previously
rented out to a telemarketing company)

● Loading bay with large capacity.

Operating Capital Requirements

JKL requires approximately $13 million in working capital to sustain the business and
ensure it meets all opening and ongoing financial obligations.

Operational Expenses

Wages, salaries $6,000,000

Consultancy fees $150,000

Communication expenses $120,000

Marketing $2,400,000

Premises expenses $3,000,000

Insurance $356,000

Depreciation and amortization $540,000

Office supplies $180,000

 Training $180,000

Total expenses $12,926,000

Insurance Requirements
JKL will have to incur costs for business liability insurance. The estimated cost for
this requirement is $356,000 per year.

Operational Workflow

Sales

1. Negotiate with suppliers.

2. Receive and warehouse products.

3. Provide service and information to customers.

4. Receive payment.

5. Arrange delivery of items (if required).

Rentals

1. Conduct market research to determine needs.

2. Negotiate with suppliers.

3. Receive and warehouse rental products.

4. Provide service and information to rental customers.

5. Receive payment.

6. Arrange delivery of items (if required).

Service

1. Conduct market research to determine needs.

2. Negotiate with suppliers.

3. Receive and warehouse service supplies.

4. Provide service and information to service customers.

5. Collect payments.